Institutional Ownership Ishares Cmbs ETF (CMBS)
This table provides information about the institutional ownership of Ishares Cmbs ETF (CMBS). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 6.24 Million shares, which have been reported (via 13F filing form) to have a value of $304 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
40,607
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Added 161.93%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
38,527
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
37,612
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
37,045
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
35,391
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
33,467
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
32,281
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
29,347
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
28,408
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
Added 17116.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,506
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
23,830
shares
|
$1.16 Million
0.51% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
23,715
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,206
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Added 53.59%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
23,127
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
21,453
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
19,199
shares
|
$935,375
0.03% of portfolio
|
Q3 2023
Reduced 58.45%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
18,631
shares
|
$907,702
0.12% of portfolio
|
Q1 2025
Added 57.18%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
17,655
shares
|
$860,151
0.21% of portfolio
|
Q1 2025
Added 16.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
17,483
shares
|
$851,771
0.0% of portfolio
|
Q1 2025
Added 40.07%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
16,322
shares
|
$795,207
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,262
shares
|
$792,284
0.0% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
15,164
shares
|
$738,790
0.06% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,839
shares
|
$722,956
0.05% of portfolio
|
Q2 2022
Added 9.17%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
14,442
shares
|
$703,614
0.13% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,205
shares
|
$643,347
0.0% of portfolio
|
Q1 2025
Added 3.27%
|